Engagement Services

We help investors manage reputational risk and increase corporate accountability through proactive, professional and constructive engagement.


Norms-based Engagement

Incident-driven engagement that identifies companies not in compliance with accepted international conventions, such as the UN Global Compact, OECD Guidelines and other accepted standards.

Thematic Engagement

Proactive engagement services that focus on tackling the most challenging ESG issues.

A Holistic Approach to Stewardship

Sustainalytics and its predecessors have 25 years' experience in engagement services and aims to become the leading provider globally. Working collaboratively with our asset owner and asset manager clients, we aim to foster a constructive dialogue with portfolio companies. All our engagements are informed by our extensive company-level research. On behalf of investors, we facilitate all avenues of engagement, including direct constructive dialogue with companies, assisting with shareholder resolutions and proxy-voting decisions. Clients are often invited to join conference calls with the relevant companies and can track real-time information on our Engagement Forum, including email exchanges, meeting minutes and more.

Our Approach to Engagement

We believe effective engagement is a constructive process aimed at creating long-term investment value. To achieve this aim, engagement requires:

  • Clear engagement objectives that both resolve relevant issues and improve companies' overall ESG performance
  • Constructive relationships built on two-way dialogue
  • Clear time frames for engagement results
  • Versatility and the use of all available engagement tools, including email communications, calls and meetings with management, conference calls, site visits and proxy voting
  • Working on a collaborative basis to leverage the power of ownership influence

Our Engagement Managers

Our constantly growing team currently consists of 17 highly experienced engagement professionals, with extensive market knowledge and fluency in over 12 languages. Our Engagement Managers are able to leverage Sustainalytics' in-depth and diverse ESG research, which is supported by over 200 research analysts and the largest dedicated ESG client servicing team in the industry.

Engagement Guidelines and Policies

Sustainalytics is a mission-driven company that strives to integrate its principles and values into the heart of its operations. These values and principles are captured in our policies and procedures, including our Engagement Guidelines (available on request).

Visit Product Pages: